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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,287 | $65,566+92.6% | $86,235+46.4% | $75,177+68.0% |
| Participation rate | 30.8% | 60.5%-29.7pp | 69.0%-38.2pp | 67.2%-36.4pp |
| Annual return | 10.42% | 46.07%-35.7pp | 1170.03%-1159.6pp | 160.75%-150.3pp |
| Employer contribution / active EE | $330 | $1,553-78.8% | $2,381-86.1% | $2,671-87.6% |
| Participant deferral / active EE | $2,342 | $3,023-22.5% | $3,987-41.2% | $4,126-43.2% |
| Admin fee / account holder | $19,882 | $5,470+263.5% | $6,856+190.0% | $5,651+251.8% |